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News on what’s happening at ClearPoint, in the deathcare industry, and in the banking & finance industries. 

Annual Grantor Letter Mailing – 2017 Tax Year

The Annual Grantor Letters were mailed on January 23, 2018. These annual tax forms are mailed to the grantors of the preneed trusts that have not elected QFT (Qualified Funeral Trust) status.

If you have questions regarding the Grantor Letters, please contact Customer Service at 800-763-0234.

ClearPoint’s George Junker announces retirement; David deGorter named CEO

ClearPoint’s George Junker announces retirement; David deGorter named CEO

After a career of over 37 years, with more than 20 years at ClearPoint Federal Bank & Trust (formerly known as Forethought Federal Savings Bank), its President, George Junker, is announcing his retirement effective at the end of the year.  George has been with the Bank since its formation, managing its growth and development to become one of the leading providers of trust and recordkeeping services in the marketplace. The Bank began in 6 states with a handful of customers, and now serves more than 2,400 funeral home and cemetery locations in 43 states and the District of Columbia.  According to George:  “As our customers know, this industry is focused on service.  I am most proud of our team for the service they have provided to our funeral home and cemetery customers over the years.  It is their dedication to serving our customers that has been at the core of our growth, and will ensure ClearPoint’s continued success.  We have a great team of professionals who genuinely care about the work that they do, and although I will miss working with them every day, I am excited for this next step in my life.”

Board Chairman, Michael Devlin commented:  “Everyone at ClearPoint appreciates George’s contributions to the Bank over the last two decades.  He has worked tirelessly in growing the business, and has more than earned this retirement.  We will miss his leadership of the team, but know that he has built a solid foundation from which ClearPoint will continue to thrive.”

David deGorter, a Director of the Bank since 2009 and a former President, has joined the Senior Management team of the Bank as CEO.  David will be working closely with our current Senior Management team, including Tim Schoettmer, CFO, Ashlee Theising, Vice President Trust Operations, and Elizabeth Kmiec, Vice President Trust Administration, who will continue to manage the day to day activity of the Bank.  David noted:  “I have had the honor and pleasure of working alongside George and his team over the past eight years.  It is an exciting time to be a part of this industry.  ClearPoint is well positioned to continue our growth and industry leadership.”  David has over thirty years of experience in financial services, including time working in the deathcare industry.  His knowledge of the Bank and its operations will help ensure a seamless transition for the Bank’s customers.

ClearPoint Federal Bank & Trust is a federally chartered savings bank based in Batesville, Indiana. ClearPoint is dedicated solely to the funeral home and cemetery industry. Independently owned and operated, ClearPoint has provided customized funeral home and cemetery trust and related services since 1998, which are now available in over 43 states and the District of Columbia. Visit clearpointfederal.com to learn more.

ClearPoint Names Ashlee Theising, Vice President, Chief Operating Officer

ClearPoint Names Ashlee Theising, Vice President, Chief Operating Officer

ClearPoint Federal Bank & Trust “ClearPoint” announced the promotion of Ashlee Theising to the position of Vice President, Chief Operating Officer. “It is with tremendous pride that we announce Ashlee’s promotion. She is a true professional that has demonstrated outstanding leadership, knowledge and excellence in our industry” remarked ClearPoint CEO, David deGorter.

In her over 10 years with ClearPoint, Ms. Theising has positively impacted all aspects of the organization.  She has progressed through her career and used her skills and knowledge to advance the bank and position it for continued growth. Ms. Theising joined ClearPoint in 2006 in trust administration. Prior to joining the executive leadership team in 2015 as Vice President of Trust Operations, she served as the Trust Operations Manager where she was responsible for all areas of the trust and recordkeeping operations including customer service, reporting, information technology systems, and investment management. Her financial services expertise, ability to strategically approach problems, and passion for customers are the foundation of her success.

“Ashlee has the skills and experience to discuss with our customers their preneed business at both a strategic and granular level. She is a forward-thinking leader who has a complete understanding of the preneed trust services business.” commented ClearPoint President, George Junker.

Ms. Theising obtained a B.A. degree in Economics from Hanover College in Hanover, Indiana.  While an undergraduate, she worked in various banking enterprises and completed both a finance internship with Eli Lilly and Company in Indianapolis, Indiana, and an internal audit internship with Rotary Lift (a Dover Corporation) in Madison, Indiana.  Additionally, Ms. Theising has completed Cannon Trust School Levels I and II, received a Certificate in Business Informatics from Northern Kentucky University. Active in the community, Ms. Theising serves as Vice President and Finance Committee Chairperson for the Ripley County Community Foundation.

ClearPoint Federal Bank & Trust is a federally chartered savings bank based in Batesville, Indiana. ClearPoint is dedicated solely to the funeral home and cemetery industry. Independently owned and operated, ClearPoint has provided customized funeral home and cemetery trust and related services since 1998, which are  now available in over 43 states and the District of Columbia. Visit clearpointfederal.com to learn more.